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LifeSteps Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LifeSteps Financial’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5K Buy
+109
New +$21.1K 0.01% 301
2024
Q2 		– Sell
-109
Closed -$17K – 406
2024
Q1 		$17K Buy
+109
New +$16K 0.01% 244

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LifeSteps Financial's VOE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 109 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VOE as recently as Q1 2024.

LifeSteps Financial first reported a position in VOE in Q1 2024 and has held it in 2 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LifeSteps Financial held 109 shares of Vanguard Morningstar Mid-Cap Value ETF worth $21.5K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #301 holding.
  • LifeSteps Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.